LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,828 shares; 2024Q4: 234,965 shares; 2025Q1: 234,986 shares; 2025Q2: 236,056 shares; 2025Q3: 236,707 shares 236,707 $181M 20.71% +651 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,989 shares; 2024Q4: 187,931 shares; 2025Q1: 194,732 shares; 2025Q2: 203,185 shares; 2025Q3: 202,193 shares 202,193 $51.5M 5.9% -992 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,543 shares; 2024Q4: 635,093 shares; 2025Q1: 633,763 shares; 2025Q2: 646,133 shares; 2025Q3: 640,380 shares 640,380 $38.4M 4.4% -5,753 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,365 shares; 2024Q4: 49,903 shares; 2025Q1: 50,405 shares; 2025Q2: 49,205 shares; 2025Q3: 47,760 shares 47,760 $32M 3.66% -1,445 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,176 shares; 2024Q4: 143,202 shares; 2025Q1: 149,231 shares; 2025Q2: 149,431 shares; 2025Q3: 147,376 shares 147,376 $20.7M 2.37% -2,055 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,702 shares; 2024Q4: 276,264 shares; 2025Q1: 272,165 shares; 2025Q2: 261,093 shares; 2025Q3: 256,011 shares 256,011 $16.9M 1.93% -5,082 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,718 shares; 2024Q4: 87,657 shares; 2025Q1: 91,908 shares; 2025Q2: 90,160 shares; 2025Q3: 88,265 shares 88,265 $16.5M 1.89% -1,895 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,265 shares; 2024Q4: 186,671 shares; 2025Q1: 186,671 shares; 2025Q2: 186,671 shares; 2025Q3: 186,671 shares 186,671 $16.4M 1.88% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,928 shares; 2024Q4: 63,361 shares; 2025Q1: 54,933 shares; 2025Q2: 50,663 shares; 2025Q3: 49,789 shares 49,789 $16.3M 1.87% -874 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,104 shares; 2024Q4: 71,632 shares; 2025Q1: 69,895 shares; 2025Q2: 71,570 shares; 2025Q3: 69,540 shares 69,540 $15.3M 1.75% -2,030 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,001 shares; 2024Q4: 199,986 shares; 2025Q1: 216,164 shares; 2025Q2: 217,743 shares; 2025Q3: 223,723 shares 223,723 $13.9M 1.6% +5,980 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,809 shares; 2024Q4: 30,609 shares; 2025Q1: 32,769 shares; 2025Q2: 34,707 shares; 2025Q3: 34,291 shares 34,291 $13.8M 1.58% -416 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,673 shares; 2024Q4: 193,238 shares; 2025Q1: 202,996 shares; 2025Q2: 226,236 shares; 2025Q3: 225,055 shares 225,055 $12.9M 1.48% -1,181 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,215 shares; 2024Q4: 275,546 shares; 2025Q1: 280,887 shares; 2025Q2: 290,232 shares; 2025Q3: 290,092 shares 290,092 $12.4M 1.42% -140 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,429 shares; 2024Q4: 23,189 shares; 2025Q1: 22,770 shares; 2025Q2: 22,935 shares; 2025Q3: 22,590 shares 22,590 $11.7M 1.34% -345 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 176,378 shares; 2025Q1: 189,861 shares; 2025Q2: 221,212 shares; 2025Q3: 225,704 shares 225,704 $10.6M 1.21% +4,492 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,379 shares; 2024Q4: 45,611 shares; 2025Q1: 44,825 shares; 2025Q2: 45,225 shares; 2025Q3: 44,367 shares 44,367 $9.57M 1.1% -858 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,869 shares; 2024Q4: 24,109 shares; 2025Q1: 23,369 shares; 2025Q2: 21,727 shares; 2025Q3: 21,514 shares 21,514 $9.57M 1.1% -213 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,082 shares; 2024Q4: 17,032 shares; 2025Q1: 16,809 shares; 2025Q2: 16,804 shares; 2025Q3: 16,789 shares 16,789 $8.44M 0.97% -15 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,591 shares; 2024Q4: 72,794 shares; 2025Q1: 92,769 shares; 2025Q2: 96,035 shares; 2025Q3: 101,242 shares 101,242 $8.4M 0.96% +5,207 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,635 shares; 2024Q4: 65,793 shares; 2025Q1: 64,006 shares; 2025Q2: 58,790 shares; 2025Q3: 58,226 shares 58,226 $8.21M 0.94% -564 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,835 shares; 2024Q4: 37,239 shares; 2025Q1: 55,241 shares; 2025Q2: 71,513 shares; 2025Q3: 77,864 shares 77,864 $8.05M 0.92% +6,351 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,743 shares; 2024Q4: 130,469 shares; 2025Q1: 138,376 shares; 2025Q2: 133,453 shares; 2025Q3: 135,047 shares 135,047 $7.71M 0.88% +1,594 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,076 shares; 2024Q4: 23,848 shares; 2025Q1: 24,320 shares; 2025Q2: 25,049 shares; 2025Q3: 24,697 shares 24,697 $7.25M 0.83% -352 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,248 shares; 2024Q4: 23,964 shares; 2025Q1: 21,852 shares; 2025Q2: 21,719 shares; 2025Q3: 21,519 shares 21,519 $6.62M 0.76% -200 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,553 shares; 2024Q4: 29,815 shares; 2025Q1: 118,321 shares; 2025Q2: 126,329 shares; 2025Q3: 134,313 shares 134,313 $6.4M 0.73% +7,984 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,804 shares; 2024Q4: 359,868 shares; 2025Q1: 375,375 shares; 2025Q2: 371,261 shares; 2025Q3: 356,660 shares 356,660 $6.37M 0.73% -14,601 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,185 shares; 2024Q4: 150,523 shares; 2025Q1: 143,909 shares; 2025Q2: 143,904 shares; 2025Q3: 130,240 shares 130,240 $5.99M 0.69% -13,664 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,396 shares; 2024Q4: 11,873 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares; 2025Q3: 12,088 shares 12,088 $5.93M 0.68% +205 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,822 shares; 2024Q4: 79,199 shares; 2025Q1: 80,789 shares; 2025Q2: 84,983 shares; 2025Q3: 86,476 shares 86,476 $5.89M 0.67% +1,493 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,488 shares; 2024Q4: 172,493 shares; 2025Q1: 171,585 shares; 2025Q2: 168,108 shares; 2025Q3: 165,078 shares 165,078 $5.56M 0.64% -3,030 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,769 shares; 2024Q4: 140,129 shares; 2025Q1: 138,891 shares; 2025Q2: 146,601 shares; 2025Q3: 110,339 shares 110,339 $5.52M 0.63% -36,262 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,416 shares; 2024Q4: 7,311 shares; 2025Q1: 7,287 shares; 2025Q2: 7,452 shares; 2025Q3: 7,412 shares 7,412 $5.44M 0.62% -40 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 44,855 shares; 2025Q2: 48,482 shares; 2025Q3: 52,306 shares 52,306 $5.06M 0.58% +3,824 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,732 shares; 2024Q4: 63,095 shares; 2025Q1: 62,802 shares; 2025Q2: 64,067 shares; 2025Q3: 63,657 shares 63,657 $4.88M 0.56% -410 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,614 shares; 2024Q4: 108,114 shares; 2025Q1: 106,182 shares; 2025Q2: 103,636 shares; 2025Q3: 99,737 shares 99,737 $4.83M 0.55% -3,899 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,707 shares; 2024Q4: 30,950 shares; 2025Q1: 47,575 shares; 2025Q2: 44,467 shares; 2025Q3: 48,102 shares 48,102 $4.79M 0.55% +3,635 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,588 shares; 2024Q4: 93,488 shares; 2025Q1: 92,638 shares; 2025Q2: 88,710 shares; 2025Q3: 87,001 shares 87,001 $4.55M 0.52% -1,709 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,854 shares; 2024Q4: 60,118 shares; 2025Q1: 57,618 shares; 2025Q2: 57,618 shares; 2025Q3: 56,602 shares 56,602 $4.54M 0.52% -1,016 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares 6 $4.53M 0.52% 0 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,764 shares; 2024Q4: 56,498 shares; 2025Q1: 76,140 shares; 2025Q2: 78,104 shares; 2025Q3: 78,763 shares 78,763 $4.52M 0.52% +659 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 31,859 shares; 2025Q2: 30,569 shares; 2025Q3: 34,311 shares 34,311 $4.5M 0.52% +3,742 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 20,282 shares; 2025Q1: 26,887 shares; 2025Q2: 34,844 shares; 2025Q3: 37,612 shares 37,612 $4.5M 0.52% +2,768 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,068 shares; 2024Q4: 16,068 shares; 2025Q1: 16,068 shares; 2025Q2: 16,058 shares; 2025Q3: 16,071 shares 16,071 $4.49M 0.51% +13 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,515 shares; 2024Q4: 47,003 shares; 2025Q1: 54,974 shares; 2025Q2: 53,525 shares; 2025Q3: 51,853 shares 51,853 $4.43M 0.51% -1,672 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,416 shares; 2024Q4: 20,363 shares; 2025Q1: 20,077 shares; 2025Q2: 19,267 shares; 2025Q3: 17,787 shares 17,787 $4.32M 0.5% -1,480 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,171 shares; 2024Q4: 15,941 shares; 2025Q1: 16,095 shares; 2025Q2: 17,495 shares; 2025Q3: 16,715 shares 16,715 $4.07M 0.47% -780 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,805 shares; 2024Q4: 124,957 shares; 2025Q1: 119,107 shares; 2025Q2: 119,109 shares; 2025Q3: 118,765 shares 118,765 $3.96M 0.45% -344 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,371 shares; 2024Q4: 38,422 shares; 2025Q1: 39,613 shares; 2025Q2: 34,247 shares; 2025Q3: 37,005 shares 37,005 $3.94M 0.45% +2,758 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,070 shares; 2025Q2: 74,649 shares; 2025Q3: 79,485 shares 79,485 $3.93M 0.45% +4,836 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,216 shares; 2024Q4: 56,840 shares; 2025Q1: 59,225 shares; 2025Q2: 56,656 shares; 2025Q3: 56,526 shares 56,526 $3.87M 0.44% -130 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,230 shares; 2025Q3: 48,823 shares 48,823 $3.72M 0.43% +41,593 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: not reported; 2025Q1: 23,292 shares; 2025Q2: 35,643 shares; 2025Q3: 39,567 shares 39,567 $3.69M 0.42% +3,924 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,624 shares; 2025Q1: 6,565 shares; 2025Q2: 5,990 shares; 2025Q3: 5,825 shares 5,825 $3.5M 0.4% -165 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,263 shares; 2024Q4: 48,561 shares; 2025Q1: 40,026 shares; 2025Q2: 36,628 shares; 2025Q3: 35,760 shares 35,760 $3.27M 0.37% -868 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,484 shares; 2024Q4: 19,505 shares; 2025Q1: 30,023 shares; 2025Q2: 34,483 shares; 2025Q3: 36,435 shares 36,435 $3.24M 0.37% +1,952 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 17,512 shares; 2025Q1: 27,498 shares; 2025Q2: 28,812 shares; 2025Q3: 29,902 shares 29,902 $3.19M 0.37% +1,090 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 6,465 shares; 2025Q1: 6,468 shares; 2025Q2: 5,876 shares; 2025Q3: 4,776 shares 4,776 $3.18M 0.36% -1,100 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,424 shares; 2024Q4: 17,404 shares; 2025Q1: 17,404 shares; 2025Q2: 17,859 shares; 2025Q3: 17,859 shares 17,859 $3.12M 0.36% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,225 shares; 2024Q4: 59,225 shares; 2025Q1: 58,225 shares; 2025Q2: 58,225 shares; 2025Q3: 58,225 shares 58,225 $3.11M 0.36% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,502 shares; 2024Q4: 23,825 shares; 2025Q1: 41,155 shares; 2025Q2: 38,307 shares; 2025Q3: 42,909 shares 42,909 $3.1M 0.36% +4,602 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,545 shares; 2024Q4: 38,475 shares; 2025Q1: 37,323 shares; 2025Q2: 37,323 shares; 2025Q3: 36,623 shares 36,623 $2.89M 0.33% -700 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,378 shares; 2024Q4: 48,950 shares; 2025Q1: 42,816 shares; 2025Q2: 34,703 shares; 2025Q3: 33,972 shares 33,972 $2.86M 0.33% -731 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,802 shares; 2024Q4: 19,459 shares; 2025Q1: 19,459 shares; 2025Q2: 19,471 shares; 2025Q3: 19,495 shares 19,495 $2.84M 0.33% +24 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,884 shares; 2024Q4: 18,884 shares; 2025Q1: 18,884 shares; 2025Q2: 18,884 shares; 2025Q3: 18,884 shares 18,884 $2.75M 0.32% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 7,654 shares; 2025Q1: 61,781 shares; 2025Q2: 71,807 shares; 2025Q3: 88,785 shares 88,785 $2.69M 0.31% +16,978 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,506 shares; 2024Q4: 10,356 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 9,957 shares 9,957 $2.6M 0.3% -284 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,728 shares; 2025Q2: 30,924 shares; 2025Q3: 27,822 shares 27,822 $2.55M 0.29% -3,102 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 23,905 shares; 2025Q1: 45,870 shares; 2025Q2: 51,821 shares; 2025Q3: 58,838 shares 58,838 $2.55M 0.29% +7,017 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 5,297 shares; 2025Q3: 5,272 shares 5,272 $2.47M 0.28% -25 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,137 shares; 2024Q4: 56,762 shares; 2025Q1: 50,815 shares; 2025Q2: 35,312 shares; 2025Q3: 32,984 shares 32,984 $2.45M 0.28% -2,328 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,145 shares; 2024Q4: 29,797 shares; 2025Q1: 24,489 shares; 2025Q2: 26,210 shares; 2025Q3: 27,514 shares 27,514 $2.45M 0.28% +1,304 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,370 shares; 2024Q4: 53,370 shares; 2025Q1: 52,021 shares; 2025Q2: 52,021 shares; 2025Q3: 52,021 shares 52,021 $2.44M 0.28% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,888 shares; 2024Q4: 60,522 shares; 2025Q1: 61,366 shares; 2025Q2: 61,923 shares; 2025Q3: 61,911 shares 61,911 $2.26M 0.26% -12 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 15,650 shares; 2025Q1: 15,883 shares; 2025Q2: 15,883 shares; 2025Q3: 15,883 shares 15,883 $2.26M 0.26% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,045 shares; 2024Q4: 28,021 shares; 2025Q1: 25,045 shares; 2025Q2: 33,645 shares; 2025Q3: 33,455 shares 33,455 $2.25M 0.26% -190 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,325 shares; 2024Q4: 38,325 shares; 2025Q1: 22,445 shares; 2025Q2: 22,445 shares; 2025Q3: 22,445 shares 22,445 $2.22M 0.26% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,763 shares; 2024Q4: 24,281 shares; 2025Q1: 25,381 shares; 2025Q2: 24,374 shares; 2025Q3: 24,374 shares 24,374 $2.13M 0.24% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,119 shares; 2024Q4: 38,203 shares; 2025Q1: 38,515 shares; 2025Q2: 38,807 shares; 2025Q3: 38,282 shares 38,282 $2.07M 0.24% -525 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,058 shares; 2024Q4: 129,179 shares; 2025Q1: 95,052 shares; 2025Q2: 93,169 shares; 2025Q3: 93,151 shares 93,151 $2.01M 0.23% -18 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,617 shares; 2024Q4: 47,421 shares; 2025Q1: 45,852 shares; 2025Q2: 41,192 shares; 2025Q3: 39,219 shares 39,219 $2M 0.23% -1,973 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,229 shares; 2024Q4: 22,232 shares; 2025Q1: 25,282 shares; 2025Q2: 25,204 shares; 2025Q3: 25,019 shares 25,019 $1.96M 0.22% -185 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,346 shares; 2024Q4: 38,556 shares; 2025Q1: 38,556 shares; 2025Q2: 35,159 shares; 2025Q3: 32,636 shares 32,636 $1.9M 0.22% -2,523 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,815 shares; 2025Q1: 1,829 shares; 2025Q2: 2,018 shares; 2025Q3: 2,020 shares 2,020 $1.87M 0.21% +2 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 6,568 shares; 2025Q1: 6,568 shares; 2025Q2: 6,568 shares; 2025Q3: 6,475 shares 6,475 $1.83M 0.21% -93 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,740 shares; 2024Q4: 4,189 shares; 2025Q1: 4,204 shares; 2025Q2: 4,291 shares; 2025Q3: 5,051 shares 5,051 $1.8M 0.21% +760 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 24,735 shares; 2025Q1: 23,284 shares; 2025Q2: 23,088 shares; 2025Q3: 23,148 shares 23,148 $1.75M 0.2% +60 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,919 shares; 2025Q1: 2,994 shares; 2025Q2: 2,750 shares; 2025Q3: 2,829 shares 2,829 $1.73M 0.2% +79 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,701 shares; 2025Q2: 5,894 shares; 2025Q3: 5,880 shares 5,880 $1.5M 0.17% -14 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,437 shares; 2024Q4: 13,837 shares; 2025Q1: 13,352 shares; 2025Q2: 13,152 shares; 2025Q3: 13,202 shares 13,202 $1.47M 0.17% +50 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,049 shares; 2024Q4: 89,063 shares; 2025Q1: 248,495 shares; 2025Q2: 203,478 shares; 2025Q3: 126,565 shares 126,565 $1.47M 0.17% -76,913 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,514 shares; 2024Q4: 8,490 shares; 2025Q1: 8,474 shares; 2025Q2: 8,548 shares; 2025Q3: 7,889 shares 7,889 $1.46M 0.17% -659 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares 7,430 $1.42M 0.16% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 17,577 shares; 2025Q1: 17,069 shares; 2025Q2: 17,369 shares; 2025Q3: 16,223 shares 16,223 $1.41M 0.16% -1,146 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,644 shares; 2024Q4: 18,176 shares; 2025Q1: 15,113 shares; 2025Q2: 13,790 shares; 2025Q3: 13,797 shares 13,797 $1.38M 0.16% +7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,376 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares 2,356 $1.34M 0.15% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,567 shares; 2025Q1: 7,585 shares; 2025Q2: 6,722 shares; 2025Q3: 6,334 shares 6,334 $1.33M 0.15% -388 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,000 shares; 2025Q1: 15,465 shares; 2025Q2: 15,569 shares; 2025Q3: 15,665 shares 15,665 $1.31M 0.15% +96 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,340 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 6,983 shares 6,983 $1.28M 0.15% -50 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,162 shares; 2025Q1: 3,257 shares; 2025Q2: 3,126 shares; 2025Q3: 3,096 shares 3,096 $1.25M 0.14% -30 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 3,162 shares; 2025Q2: 3,612 shares; 2025Q3: 3,912 shares 3,912 $1.23M 0.14% +300 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,809 shares; 2024Q4: 36,735 shares; 2025Q1: 36,535 shares; 2025Q2: 37,485 shares; 2025Q3: 38,920 shares 38,920 $1.22M 0.14% +1,435 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,092 shares; 2024Q4: 16,942 shares; 2025Q1: 16,492 shares; 2025Q2: 15,992 shares; 2025Q3: 15,992 shares 15,992 $1.16M 0.13% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,507 shares; 2024Q4: 40,553 shares; 2025Q1: 47,542 shares; 2025Q2: 48,144 shares; 2025Q3: 48,144 shares 48,144 $1.12M 0.13% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,882 shares; 2025Q1: 4,615 shares; 2025Q2: 4,785 shares; 2025Q3: 3,359 shares 3,359 $1.11M 0.13% -1,426 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 14,414 shares; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares 11,914 $1.11M 0.13% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,204 shares; 2025Q1: 8,079 shares; 2025Q2: 5,439 shares; 2025Q3: 6,039 shares 6,039 $1.1M 0.13% +600 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,370 shares; 2024Q4: 53,370 shares; 2025Q1: 35,942 shares; 2025Q2: 38,018 shares; 2025Q3: 37,818 shares 37,818 $1.08M 0.12% -200 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 4,656 shares; 2025Q2: 6,467 shares; 2025Q3: 6,973 shares 6,973 $1.07M 0.12% +506 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 5,158 shares; 2025Q2: 5,279 shares; 2025Q3: 5,589 shares 5,589 $1.06M 0.12% +310 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,410 shares; 2024Q4: 31,410 shares; 2025Q1: 29,630 shares; 2025Q2: 29,630 shares; 2025Q3: 29,795 shares 29,795 $1.06M 0.12% +165 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,387 shares; 2025Q1: 23,098 shares; 2025Q2: 27,836 shares; 2025Q3: 29,551 shares 29,551 $1.04M 0.12% +1,715 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,837 shares; 2024Q4: 42,137 shares; 2025Q1: 42,137 shares; 2025Q2: 42,517 shares; 2025Q3: 44,957 shares 44,957 $1.03M 0.12% +2,440 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 5,840 shares; 2025Q1: 13,738 shares; 2025Q2: 16,169 shares; 2025Q3: 16,900 shares 16,900 $1.03M 0.12% +731 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,693 shares; 2024Q4: 30,888 shares; 2025Q1: 30,782 shares; 2025Q2: 32,424 shares; 2025Q3: 33,768 shares 33,768 $1M 0.11% +1,344 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,962 shares; 2024Q4: 21,962 shares; 2025Q1: 21,962 shares; 2025Q2: 21,962 shares; 2025Q3: 21,962 shares 21,962 $990K 0.11% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 4,666 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares 4,676 $942K 0.11% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 12,450 shares; 2025Q2: 12,457 shares; 2025Q3: 13,314 shares 13,314 $935K 0.11% +857 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 6,494 shares; 2025Q1: 6,473 shares; 2025Q2: 6,429 shares; 2025Q3: 5,589 shares 5,589 $904K 0.1% -840 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $892K 0.1% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,451 shares; 2025Q1: 1,438 shares; 2025Q2: 5,032 shares; 2025Q3: 5,032 shares 5,032 $890K 0.1% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 5,718 shares; 2025Q3: 5,718 shares 5,718 $889K 0.1% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,410 shares; 2024Q4: 33,065 shares; 2025Q1: 33,645 shares; 2025Q2: 33,618 shares; 2025Q3: 33,645 shares 33,645 $886K 0.1% +27 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,676 shares; 2025Q1: 2,874 shares; 2025Q2: 2,934 shares; 2025Q3: 2,899 shares 2,899 $881K 0.1% -35 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,248 shares; 2025Q1: 4,209 shares; 2025Q2: 4,393 shares; 2025Q3: 4,615 shares 4,615 $866K 0.1% +222 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 727 shares; 2025Q1: 708 shares; 2025Q2: 722 shares; 2025Q3: 722 shares 722 $866K 0.1% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 4,955 shares; 2025Q1: 4,847 shares; 2025Q2: 4,727 shares; 2025Q3: 5,163 shares 5,163 $864K 0.1% +436 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: 9,256 shares; 2025Q2: 12,785 shares; 2025Q3: 13,293 shares 13,293 $860K 0.1% +508 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 10,090 shares; 2025Q1: 10,090 shares; 2025Q2: 16,159 shares; 2025Q3: 16,159 shares 16,159 $854K 0.1% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,015 shares; 2025Q1: 7,505 shares; 2025Q2: 7,399 shares; 2025Q3: 7,399 shares 7,399 $825K 0.09% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,717 shares; 2024Q4: 43,734 shares; 2025Q1: 43,852 shares; 2025Q2: 46,475 shares; 2025Q3: 48,055 shares 48,055 $825K 0.09% +1,580 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares 3,351 $792K 0.09% 0 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 11,693 shares; 2025Q1: 11,693 shares; 2025Q2: 11,693 shares; 2025Q3: 11,693 shares 11,693 $779K 0.09% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,711 shares; 2024Q4: 19,311 shares; 2025Q1: 15,586 shares; 2025Q2: 14,359 shares; 2025Q3: 14,584 shares 14,584 $774K 0.09% +225 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,573 shares; 2024Q4: 24,729 shares; 2025Q1: 20,147 shares; 2025Q2: 18,103 shares; 2025Q3: 18,152 shares 18,152 $765K 0.09% +49 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,206 shares; 2025Q1: 8,222 shares; 2025Q2: 11,524 shares; 2025Q3: 11,526 shares 11,526 $761K 0.09% +2 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,469 shares; 2024Q4: 5,535 shares; 2025Q1: 5,483 shares; 2025Q2: 5,402 shares; 2025Q3: 5,402 shares 5,402 $757K 0.09% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,440 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares 1,263 $753K 0.09% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,680 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares 2,120 $741K 0.08% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,559 shares; 2024Q4: 33,563 shares; 2025Q1: 33,397 shares; 2025Q2: 33,399 shares; 2025Q3: 24,212 shares 24,212 $719K 0.08% -9,187 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 948 shares; 2025Q1: 892 shares; 2025Q2: 808 shares; 2025Q3: 2,008 shares 2,008 $693K 0.08% +1,200 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,268 shares; 2024Q4: 13,268 shares; 2025Q1: 13,268 shares; 2025Q2: 12,968 shares; 2025Q3: 12,968 shares 12,968 $692K 0.08% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares 3,397 $692K 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,229 shares; 2025Q1: 5,953 shares; 2025Q2: 5,172 shares; 2025Q3: 2,842 shares 2,842 $688K 0.08% -2,330 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,898 shares; 2024Q4: 26,223 shares; 2025Q1: 26,817 shares; 2025Q2: 26,668 shares; 2025Q3: 26,768 shares 26,768 $682K 0.08% +100 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,668 shares; 2024Q4: 23,668 shares; 2025Q1: 23,468 shares; 2025Q2: 23,768 shares; 2025Q3: 23,968 shares 23,968 $677K 0.08% +200 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,880 shares; 2025Q1: 5,080 shares; 2025Q2: 5,205 shares; 2025Q3: 4,933 shares 4,933 $633K 0.07% -272 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares 4,995 $633K 0.07% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,233 shares; 2025Q3: 6,233 shares 6,233 $623K 0.07% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 980 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares 1,272 $610K 0.07% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,880 shares; 2024Q4: 21,930 shares; 2025Q1: 17,750 shares; 2025Q2: 15,950 shares; 2025Q3: 13,600 shares 13,600 $601K 0.07% -2,350 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,222 shares; 2025Q1: 3,101 shares; 2025Q2: 3,071 shares; 2025Q3: 2,351 shares 2,351 $580K 0.07% -720 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 2,467 shares; 2025Q1: 2,484 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares 2,485 $575K 0.07% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,832 shares; 2025Q1: 10,740 shares; 2025Q2: 10,740 shares; 2025Q3: 11,140 shares 11,140 $575K 0.07% +400 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 9,627 shares; 2025Q1: 10,026 shares; 2025Q2: 10,721 shares; 2025Q3: 11,491 shares 11,491 $574K 0.07% +770 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,235 shares; 2025Q1: 6,867 shares; 2025Q2: 6,628 shares; 2025Q3: 6,628 shares 6,628 $561K 0.06% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,637 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,628 shares 1,628 $556K 0.06% -35 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,885 shares; 2024Q4: 6,868 shares; 2025Q1: 7,106 shares; 2025Q2: 7,806 shares; 2025Q3: 8,021 shares 8,021 $549K 0.06% +215 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,854 shares; 2025Q2: 6,744 shares; 2025Q3: 7,179 shares 7,179 $548K 0.06% +435 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,370 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 2,945 shares 2,945 $542K 0.06% -225 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,029 shares; 2025Q3: 10,029 shares 10,029 $540K 0.06% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,042 shares; 2024Q4: 15,142 shares; 2025Q1: 16,606 shares; 2025Q2: 22,106 shares; 2025Q3: 16,718 shares 16,718 $529K 0.06% -5,388 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 9,261 shares; 2025Q1: 9,262 shares; 2025Q2: 9,264 shares; 2025Q3: 9,191 shares 9,191 $525K 0.06% -73 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,933 shares; 2025Q1: 5,772 shares; 2025Q2: 7,767 shares; 2025Q3: 7,967 shares 7,967 $518K 0.06% +200 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,959 shares; 2025Q1: 2,762 shares; 2025Q2: 2,484 shares; 2025Q3: 2,444 shares 2,444 $510K 0.06% -40 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 3,750 shares; 2025Q1: 5,382 shares; 2025Q2: 4,744 shares; 2025Q3: 5,086 shares 5,086 $508K 0.06% +342 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,751 shares; 2025Q1: 6,151 shares; 2025Q2: 5,751 shares; 2025Q3: 5,851 shares 5,851 $490K 0.06% +100 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,560 shares; 2024Q4: 19,310 shares; 2025Q1: 14,560 shares; 2025Q2: 14,409 shares; 2025Q3: 11,689 shares 11,689 $486K 0.06% -2,720 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $467K 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 3,382 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,492 shares 3,492 $458K 0.05% +120 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,730 shares; 2025Q1: 3,717 shares; 2025Q2: 3,851 shares; 2025Q3: 3,852 shares 3,852 $458K 0.05% +1 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,270 shares; 2025Q1: 12,370 shares; 2025Q2: 12,370 shares; 2025Q3: 12,370 shares 12,370 $455K 0.05% 0 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,000 shares; 2025Q1: 41,020 shares; 2025Q2: 41,020 shares; 2025Q3: 41,020 shares 41,020 $442K 0.05% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 6,529 shares; 2025Q1: 6,180 shares; 2025Q2: 6,580 shares; 2025Q3: 6,616 shares 6,616 $439K 0.05% +36 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,489 shares; 2025Q1: 2,800 shares; 2025Q2: 3,651 shares; 2025Q3: 3,852 shares 3,852 $434K 0.05% +201 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares 1,250 $422K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 1,976 shares; 2025Q3: 1,951 shares 1,951 $421K 0.05% -25 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,897 shares; 2024Q4: 22,247 shares; 2025Q1: 21,079 shares; 2025Q2: 15,034 shares; 2025Q3: 15,034 shares 15,034 $410K 0.05% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,438 shares 1,438 $404K 0.05% +300 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares 5,808 $394K 0.05% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 3,166 shares; 2025Q1: 2,806 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares 2,797 $391K 0.04% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares 3,491 $388K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 388 shares; 2025Q2: 328 shares; 2025Q3: 331 shares 331 $386K 0.04% +3 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,679 shares; 2025Q1: 2,687 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares 2,676 $381K 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares 498 $378K 0.04% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,714 shares; 2025Q3: 7,784 shares 7,784 $375K 0.04% +70 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,635 shares 4,635 $371K 0.04% +20 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,500 shares; 2025Q3: 7,700 shares 7,700 $369K 0.04% +1,200 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 859 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares 774 $367K 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 721 shares; 2025Q2: 761 shares; 2025Q3: 761 shares 761 $363K 0.04% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,723 shares; 2024Q4: 18,723 shares; 2025Q1: 18,723 shares; 2025Q2: 18,723 shares; 2025Q3: 18,723 shares 18,723 $361K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares 3,203 $345K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 682 shares 682 $340K 0.04% -200 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares 10,500 $337K 0.04% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares; 2025Q1: 6,339 shares; 2025Q2: 6,339 shares; 2025Q3: 6,339 shares 6,339 $325K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,488 shares; 2025Q1: 6,203 shares; 2025Q2: 7,068 shares; 2025Q3: 7,318 shares 7,318 $322K 0.04% +250 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 547 shares; 2025Q3: 427 shares 427 $319K 0.04% -120 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 5,206 shares; 2025Q1: 5,232 shares; 2025Q2: 5,232 shares; 2025Q3: 5,082 shares 5,082 $317K 0.04% -150 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 19,250 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 14,450 shares 14,450 $317K 0.04% -3,000 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,330 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares 6,330 $316K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,388 shares; 2025Q2: 4,718 shares; 2025Q3: 4,718 shares 4,718 $308K 0.04% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,849 shares; 2025Q3: 3,850 shares 3,850 $307K 0.04% +1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares 3,351 $305K 0.03% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,478 shares; 2024Q4: 5,878 shares; 2025Q1: 6,062 shares; 2025Q2: 5,662 shares; 2025Q3: 4,813 shares 4,813 $305K 0.03% -849 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares 4,200 $303K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,531 shares; 2024Q4: 10,534 shares; 2025Q1: 10,535 shares; 2025Q2: 10,537 shares; 2025Q3: 10,718 shares 10,718 $299K 0.03% +181 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,193 shares; 2024Q4: 14,193 shares; 2025Q1: 15,293 shares; 2025Q2: 15,293 shares; 2025Q3: 15,293 shares 15,293 $289K 0.03% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 627 shares; 2025Q3: 627 shares 627 $286K 0.03% 0 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares 3,650 $282K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,927 shares; 2025Q1: 2,869 shares; 2025Q2: 2,869 shares; 2025Q3: 2,869 shares 2,869 $280K 0.03% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 14,277 shares; 2025Q1: 13,346 shares; 2025Q2: 13,346 shares; 2025Q3: 13,346 shares 13,346 $279K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,837 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares 3,747 $273K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 868 shares; 2025Q1: 966 shares; 2025Q2: 967 shares; 2025Q3: 969 shares 969 $273K 0.03% +2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares 553 $272K 0.03% 0 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 3,423 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares 2,399 $271K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $271K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,613 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares 1,763 $268K 0.03% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 783 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares 781 $266K 0.03% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,211 shares; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares 5,211 $264K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 813 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares 818 $262K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 696 shares 696 $260K 0.03% +100 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares 864 $260K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: not reported; 2025Q3: 1,664 shares 1,664 $258K 0.03% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,458 shares; 2024Q4: 17,458 shares; 2025Q1: 17,108 shares; 2025Q2: 17,126 shares; 2025Q3: 17,126 shares 17,126 $256K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,634 shares; 2024Q4: 14,967 shares; 2025Q1: 14,735 shares; 2025Q2: not reported; 2025Q3: 7,560 shares 7,560 $254K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,108 shares; 2025Q1: not reported; 2025Q2: 3,708 shares; 2025Q3: 3,608 shares 3,608 $252K 0.03% -100 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,526 shares; 2025Q1: 2,456 shares; 2025Q2: 2,186 shares; 2025Q3: 2,180 shares 2,180 $250K 0.03% -6 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares 1,498 $249K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 682 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 672 shares 672 $248K 0.03% -30 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 582 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 507 shares 507 $247K 0.03% -22 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,101 shares; 2024Q4: 2,101 shares; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares 1,199 $245K 0.03% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 10,368 shares; 2025Q1: 9,868 shares; 2025Q2: 9,868 shares; 2025Q3: 9,868 shares 9,868 $243K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,402 shares; 2025Q1: 1,374 shares; 2025Q2: 974 shares; 2025Q3: 974 shares 974 $241K 0.03% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,754 shares; 2025Q1: 7,754 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares 7,754 $238K 0.03% 0 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $235K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 1,136 shares; 2025Q3: 1,146 shares 1,146 $233K 0.03% +10 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,958 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares 1,780 $229K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares 1,414 $229K 0.03% 0 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,312 shares; 2024Q4: 10,312 shares; 2025Q1: 10,312 shares; 2025Q2: 10,312 shares; 2025Q3: 10,312 shares 10,312 $229K 0.03% 0 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250 $229K 0.03% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares 3,886 $224K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,291 shares; 2025Q1: 3,326 shares; 2025Q2: 3,141 shares; 2025Q3: 2,663 shares 2,663 $222K 0.03% -478 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,228 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $221K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares 1,529 $221K 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 853 shares; 2025Q1: 879 shares; 2025Q2: not reported; 2025Q3: 879 shares 879 $221K 0.03% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares 3,270 $221K 0.03% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,227 shares 1,227 $219K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 496 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares 490 $219K 0.03% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares 1,780 $218K 0.02% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,325 shares; 2024Q4: 40,352 shares; 2025Q1: 40,643 shares; 2025Q2: 55,643 shares; 2025Q3: 55,643 shares 55,643 $215K 0.02% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,594 shares 1,594 $214K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares 2,030 $206K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,297 shares; 2025Q1: not reported; 2025Q2: 2,947 shares; 2025Q3: 3,427 shares 3,427 $205K 0.02% +480 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 871 shares; 2025Q1: 593 shares; 2025Q2: 578 shares; 2025Q3: 578 shares 578 $204K 0.02% 0 Timeline AMOM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,142 shares 4,142 $200K 0.02% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,266 shares; 2025Q3: 11,696 shares 11,696 $200K 0.02% +1,430 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,900 shares; 2024Q4: 27,900 shares; 2025Q1: 27,900 shares; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares 22,700 $178K 0.02% 0 Timeline FBLG FIBROBIOLOGICS INC COM More: the full row for FIBROBIOLOGICS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,601 shares; 2024Q4: 282,601 shares; 2025Q1: 260,081 shares; 2025Q2: 290,581 shares; 2025Q3: 298,081 shares 298,081 $163K 0.02% +7,500 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,490 shares; 2024Q4: 66,490 shares; 2025Q1: 66,490 shares; 2025Q2: 66,490 shares; 2025Q3: 66,490 shares 66,490 $103K 0.01% 0 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares 25,000 $51.2K 0.01% new Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $37.7K <0.01% 0 Timeline